Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.3B
AUM Growth
+$8.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$259M
3
+$230M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$221M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$216M

Top Sells

1
+$108M
2
+$69.1M
3
+$54.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$42M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$34.2M

Sector Composition

1 Technology 3.05%
2 Financials 1.3%
3 Healthcare 1.15%
4 Consumer Discretionary 1.13%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$2.5K ﹤0.01%
+80
2927
$2.5K ﹤0.01%
400
2928
$2.45K ﹤0.01%
355
2929
$2.44K ﹤0.01%
54
-137
2930
$2.43K ﹤0.01%
35
2931
$2.42K ﹤0.01%
165
+140
2932
$2.41K ﹤0.01%
197
2933
$2.4K ﹤0.01%
+500
2934
$2.39K ﹤0.01%
571
2935
$2.37K ﹤0.01%
21
-17
2936
$2.37K ﹤0.01%
80
2937
$2.33K ﹤0.01%
20
2938
$2.29K ﹤0.01%
63
-114
2939
$2.27K ﹤0.01%
580
-259
2940
$2.26K ﹤0.01%
1,000
+900
2941
$2.23K ﹤0.01%
768
-50
2942
$2.23K ﹤0.01%
+193
2943
$2.22K ﹤0.01%
334
2944
$2.21K ﹤0.01%
+100
2945
$2.2K ﹤0.01%
+45
2946
$2.18K ﹤0.01%
280
+278
2947
$2.15K ﹤0.01%
1,100
+675
2948
$2.14K ﹤0.01%
+91
2949
$2.14K ﹤0.01%
+34
2950
$2.13K ﹤0.01%
+41
116 117
118
119 120